Our process begins and ends with you.

We have a simple process with a focus on understanding—and it starts with a conversation.

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Our Process

WHAT TO EXPECT

A step-by-step,
no-pressure process.

A few things to note before you start:

  • There is no cost or obligation. You will know exactly how we can help you before you pay us a single penny.
  • If we are not a good fit for each other, we will recommend an alternative for you.
chat bubbles bullseye road sign progress circle calendar
STEP 1

15-Minute Phone Call

We start with a complimentary phone call—giving us a chance to get to know each other, your ideas for the future, and how we can work together.

STEP 2

First Meeting

In your first meeting, we’ll demonstrate what your financial plan may look like and explore your concerns and goals.

STEP 3

Second Meeting

This is where the real planning starts with goal setting, number crunching, and forecasting exactly how we’ll get you there.

STEP 4

Plan Implementation

We’ll give you full access to your online financial plan, and we’ll work together to implement it.

STEP 5

Annual Review

Once a year, we’ll meet to review progress on your plan, make adjustments, and ensure we’re on track to reach your goals.

chat bubbles
STEP 1

15-Minute Phone Call

We start with a complimentary phone call—giving us a chance to get to know each other, your ideas for the future, and how we can work together.

bullseye
STEP 2

First Meeting

In your first meeting, we’ll go into the details of your finances to identify your strengths, concerns, and goals. If you’re still interested, we’ll begin paperwork.

road sign
STEP 3

Second Meeting

This is where the real planning starts with goal setting, number crunching, and forecasting exactly how we’ll get you there.

progress circle
STEP 4

Plan Implementation

We’ll give you access to our online planning portal, and you’ll have simple tasks to complete to onboard yourself into our financial program.

calendar
STEP 5

Annual Review

Once a year, we’ll meet to review progress on your plan, make any adjustments, and ensure we’re on track to reach your goals.

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